Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
24
Number of overlapping holdings
24.2%
% of IYG's 102 holdings also in KBWB
100.0%
% of KBWB's 24 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus KBWB)
Overlapping Holdings
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| Company | Weight in IYG |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 11.5% | 8.5% | 8.5% |
|
BANK OF AMERICA CORP | 4.4% | 7.9% | 4.4% |
|
WELLS FARGO & CO | 3.8% | 8.0% | 3.8% |
|
GOLDMAN SACHS GROUP INC | 2.8% | 8.0% | 2.8% |
|
MORGAN STANLEY | 2.4% | 8.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to KBWB
|
BERKSHIRE HATHAWAY INC-CL B | 16.8% |
|
VISA INC. CLASS A | 10.0% |
|
MASTERCARD INCORPORATED CLASS A | 7.4% |
|
JPMORGAN CHASE & CO | 2.9% |
|
S&P GLOBAL, INC. | 2.6% |
|
AMERICAN EXPRESS CO | 2.5% |
|
SCHWAB (CHARLES) CORP | 2.3% |
|
BLACKROCK INC | 2.3% |
|
BLACKSTONE GROUP LP/THE | 1.7% |
|
CME GROUP INC | 1.7% |
IYG Underweight Relative to KBWB
|
MORGAN STANLEY | -5.6% |
|
GOLDMAN SACHS GROUP INC | -5.2% |
|
WELLS FARGO & CO | -4.3% |
|
M & T BANK CORP | -3.6% |
|
STATE STREET CORP | -3.6% |
|
BANK OF AMERICA CORP | -3.5% |
|
FIFTH THIRD BANCORP | -3.4% |
|
HUNTINGTON BANCSHARES INC | -3.4% |
|
BANK OF NEW YORK MELLON CORP | -3.2% |
|
REGIONS FINANCIAL CORP | -2.9% |